Jonah Daul
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- DoordashMar 2023 to Apr 2023
- University of Colorado BoulderAug 2022 to May 2023
- Bj's BrewhouseApr 2022 to Aug 2022
- DoordashFeb 2022 to Apr 2022
- Green Manalishi ConsultingDec 2021 to Jan 2022
- University of BoulderAug 2021 to May 2022
- Atlantic ChophouseJul 2021 to Jul 2021
- Black Dog TavernJun 2021 to Jun 2021
- Bay To BayMay 2021 to May 2021
- Univeristy of Colorado BoulderAug 2020 to May 2021
- Bay To BayMay 2020 to Aug 2020
- Minnetonka HighschoolSep 2019 to May 2020
- Bay To BayMay 2019 to Aug 2019
- BitesquadFeb 2019 to Feb 2021
- BgrizzleysNov 2018 to Mar 2019
- Minnetonka HighschoolSep 2018 to May 2019
- Bay To BayMay 2018 to Aug 2018
- Minnetonka HighschoolSep 2017 to May 2018
- Bay To BayMay 2017 to Aug 2017
- Minnetonka HighschoolSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7751389
- Firm CRD
- 104555